Document

Implementation of Salesforce Financial Services Cloud

Introduction

Industry

Fintech 

Products

Financial Services Cloud 

Capabilities

Build and Implement

They are one of the leading Fintech lenders in the US market. From financing the dynamic growth of the SMEs to offering innovative point-of-sale financing for consumers, they are leading the charge in addressing the country’s enormous credit problem. They offer flexible, short-term loans that can be used to purchase inventory, service new orders, or optimize cash cycles. Their mission is to passionately serve their customers with cutting-edge financial products and strive to help them.

Project Challenges

The client wants us to implement a system with which they can provide better service. To make this procedure much progressive they want to create Salesforce application and in that implementation of:

Problem in establishing the connection: They were not able to establish proper connection with the customers, as they were not having insights about their customer’s preferences and priorities. Without maintaining strong communication, they were unable to retain customers in their business.
Inconsistent Data: They were not able to manage the data related to their customers. The data was stored unevenly in the system, hence their sales representatives had to put up lots of effort to find and assemble the information. This often led to the delay in serving the best solution to their customers.
Client Engagement: They were facing problems in finding the right set of opportunities to improve their engagement with the client.
Data Security Issue: Data is an indispensable and integral part of financial services firms. The client cannot afford to get complacent at any cost. They were responsible to provide fool-proof security to instill faith in their customer and protect their sensitive data from cyber-attacks.

Project Challenges



The client wants us to implement a system with which they can provide better service. To make this procedure much progressive they want to create Salesforce application and in that implementation of: 
Problem in establishing the connection: They were not able to establish proper connection with the customers, as they were not having insights about their customer’s preferences and priorities. Without maintaining strong communication, they were unable to retain customers in their business.
Inconsistent Data: They were not able to manage the data related to their customers. The data was stored unevenly in the system, hence their sales representatives had to put up lots of effort to find and assemble the information. This often led to the delay in serving the best solution to their customers.
Client Engagement: They were facing problems in finding the right set of opportunities to improve their engagement with the client.
Data Security Issue: Data is an indispensable and integral part of financial services firms. The client cannot afford to get complacent at any cost. They were responsible to provide fool-proof security to instill faith in their customer and protect their sensitive data from cyber-attacks.

Project Solutions

We implemented the following solution to overcome the above challenges for our client

Maintained strong connection:– Using financial services cloud, we helped them to maintain Salesforce as a single source of truth for all of their data related to customers and prospects from policy systems, banking systems, customer management systems, and other data that revolves around their lives. This data helped their agents in understanding the priorities of their customers and helped them communicate with their customers at personal levels.

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 Project
Solutions

We implemented the following solution to overcome the above challenges for our client 

Maintained strong connection:– Using financial services cloud, we helped them to maintain Salesforce   as a single source of truth for all of their data related to customers and prospects from policy systems,  banking systems, customer management systems,   and other data that revolves around their lives.  This data helped their agents in understanding the priorities  of their customers and helped them communicate with their customers at personal levels.

VIEW COMPLETE SOLUTION